TWD
HLX icon

True Wealth Design’s Helix Energy Solutions HLX Stock Holding History

True Wealth Design’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376 Sell
43
-30
-41% -$288 ﹤0.01% 2298
2026
Q1 		$722 Hold
73
– – ﹤0.01% 1921
2025
Q4 		$458 Hold
73
– – ﹤0.01% 1972
2025
Q3 		$479 Buy
73
+22
+43% +$138 ﹤0.01% 2023
2025
Q2 		$319 Buy
+51
New +$338 ﹤0.01% 1905

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's HLX Position: Q2 2026 in Review

True Wealth Design reduced its Helix Energy Solutions (HLX) stake by 41% in Q2 2026, selling an estimated $288 and leaving 43 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

True Wealth Design first reported a position in HLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $722 in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • True Wealth Design held 43 shares of Helix Energy Solutions worth $376 as of Q2 2026.
  • True Wealth Design sold 30 Helix Energy Solutions shares in Q2 2026, an estimated $288.
  • Helix Energy Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2298 holding.
  • True Wealth Design first reported a position in Helix Energy Solutions in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Helix Energy Solutions position peaked at $722 in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.